How to Use the ChartMogul MCP in Windsurf

Query your SaaS revenue data directly inside Windsurf and let Cascade build your financial dashboards.

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Connect ChartMogul MCP to Windsurf

Create your Vinkius account to connect ChartMogul to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup ChartMogul with Windsurf

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Pull live SaaS metrics into Windsurf

Cascade can hit `get_mrr_metrics` or `get_arr_metrics` whenever you need a quick sanity check on growth. It grabs the raw numbers from your account so you don't have to leave the IDE. Windsurf takes those figures and renders them instantly. You get the actual revenue data without manual exports or spreadsheet imports.

Manage your customer list in Windsurf

Use `list_mogul_customers` to pull your entire database into your current workspace. Once the agent has the list, it can filter or sort the data based on your specific requirements. Need deeper insights? Cascade triggers `get_mogul_customer_details` to fetch specific records. It keeps your context window populated with real customer info.

Verify your ChartMogul connection

Call `ping_mogul_api` to make sure your Windsurf setup is talking to the backend correctly. It tells you immediately if your credentials are valid. This MCP Server provides a direct line to your data sources. You can check `list_mogul_data_sources` to see exactly which pipelines are feeding your metrics.

Setup guide

Set up ChartMogul MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the ChartMogul MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my ChartMogul payment history." If connected, Cascade will call the ChartMogul tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "chartmogul-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ChartMogul. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about ChartMogul MCP in Windsurf

Add the server to your settings file or the UI panel. Once connected, Cascade detects the tools and can query your revenue data on command.

Yes, Cascade chains multiple tool calls to answer your questions. It can fetch subscription metrics and then process that data into a summary for you.

No. The agent requires an active internet connection to hit the live API endpoints.

Your API keys stay local to your environment. The server only handles subscription metrics and customer records during active requests.

Click the refresh button in your MCP panel. This reloads the tool definitions so the agent stays updated with the latest API changes.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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